1y return+15.3%S&P 500 +20.9%
3y return+62.0%S&P 500 +68.5%
5y return+66.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2018: $266 against $275 in the S&P 500.2
Royal London Asset Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $3.6B | 6.6% | |
| AAPLApple Inc | $3.0B | 5.5% | +3.6% |
| GOOGLAlphabet Inc | $2.5B | 4.7% | |
| MSFTMicrosoft Corp | $2.2B | 4.0% | +2.1% |
| AMZNAmazon Com Inc | $2.1B | 3.9% | |
| Astrazeneca PLCCUSIP G0593M107 | $1.9B | 3.5% | −1.3% |
| AVGOBroadcom Inc | $1.4B | 2.6% | −7.4% |
| MUMicron Technology Inc | $1.0B | 1.9% | −8.1% |
| VVisa Inc | $874.9M | 1.6% | +13.9% |
| LLYEli Lilly & Co | $774.7M | 1.4% | −1.6% |
| METAMeta Platforms Inc | $745.1M | 1.4% | −1.1% |
| TSMTaiwan Semiconductor Manufac | $726.5M | 1.3% | −4.5% |
| JPMJpmorgan Chase & Co | $716.8M | 1.3% | −1.4% |
| GOOGAlphabet Inc | $709.1M | 1.3% | −1.4% |
| TSLATesla Inc | $663.1M | 1.2% | |
| AMDAdvanced Micro Devices Inc | $592.8M | 1.1% | −1.2% |
| INTCIntel Corp | $581.8M | 1.1% | −9.4% |
| BRK/BBerkshire Hathaway Inc Del | $472.0M | 0.9% | −1.2% |
| CSCOCisco Sys Inc | $387.3M | 0.7% | +5.1% |
| MRKMerck & Co Inc | $383.8M | 0.7% | +3.1% |
| MELIMercadolibre Inc | $354.8M | 0.7% | −5.3% |
| ABBVAbbvie Inc | $337.8M | 0.6% | |
| AMATApplied Matls Inc | $332.6M | 0.6% | −4.0% |
| TXNTexas Instrs Inc | $324.7M | 0.6% | +12.6% |
| UNHUnitedhealth Group Inc | $309.8M | 0.6% | −1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $3.6B |
| FIXComfort Sys Usa Inc | March 31, 2023 | +1257.9% | $279.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.4B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $332.6M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $592.8M |
| STLDSteel Dynamics Inc | June 30, 2020 | +779.5% | $248.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $259.1M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $726.5M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $774.7M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $286.7M |
Sold off last quarter
- CTRACoterra Energy Inc was $67.6M
- Honeywell Intl IncCUSIP 438516106 was $64.5M
- WSCWillscot Hldgs Corp was $42.8M
- IBPInstalled Bldg Prods Inc was $38.0M
- BJBjs Whsl Club Hldgs Inc was $24.4M
- Carnival CorpCUSIP 143658300 was $21.2M
- Hologic IncCUSIP 436440101 was $9.2M
- Dupont De Nemours IncCUSIP 26614N102 was $6.4M
- SOLSSolstice Advanced Matls Inc was $4.8M
- MOHMolina Healthcare Inc was $3.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −4.8% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +11.0% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +10.9% | +10.0% |
| December 31, 2023 | +11.6% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +9.0% | +8.3% |
| March 31, 2023 | +8.6% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +10.1% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Royal London Asset Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=863748&type=13F-HR&dateb=&owner=include&count=40CIK 863748
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/863748/000086374826000006/Filed August 13, 2026 · accession 0000863748-26-000006